Security National Trust’s United Parcel Service UPS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $1.81M | Hold |
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|
2021
Q2 | $1.81M | Sell |
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|
2021
Q1 | $1.52M | Sell |
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|
2020
Q4 | $1.52M | Buy |
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|
2020
Q3 | $1.33M | Buy |
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|
2020
Q2 | $721K | Buy |
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|
2020
Q1 | $560K | Buy |
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|
2019
Q4 | $609K | Sell |
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|
2019
Q3 | $678K | Sell |
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|
2019
Q2 | $595K | Buy |
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|
2019
Q1 | $619K | Buy |
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|
2018
Q4 | $192K | Buy |
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|
2018
Q3 | $182K | Buy |
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|
2018
Q2 | $159K | Buy |
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|
2018
Q1 | $146K | Sell |
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|
2017
Q4 | $168K | Buy |
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|
2017
Q3 | $155K | Hold |
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|
2017
Q2 | $143K | Buy |
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|
2017
Q1 | $134K | Buy |
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|
2016
Q4 | $130K | Buy |
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|
2016
Q3 | $120K | Buy |
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|
2016
Q2 | $115K | Buy |
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|
2016
Q1 | $83K | Hold |
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|
2015
Q4 | $75K | Buy |
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|
2015
Q3 | $75K | Hold |
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|
2015
Q2 | $73K | Hold |
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|
2015
Q1 | $73K | Hold |
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|
2014
Q4 | $84K | Hold |
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|
2014
Q3 | $75K | Hold |
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|
2014
Q2 | $78K | Sell |
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|
2014
Q1 | $105K | Hold |
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|
2013
Q4 | $113K | Buy |
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|
2013
Q3 | $54K | Sell |
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|
2013
Q2 | $55K | Buy |
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